GRP
DGRO icon

Global Retirement Partners’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Global Retirement Partners’s Portfolio DGRO Stock Details DGRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.6M Buy
+259,102
New +$19.1M 0.3% 66
2025
Q4 		$22.6M Buy
325,729
+91,315
+39% +$6.28M 0.4% 53
2025
Q3 		$16M Buy
234,414
+19,161
+9% +$1.27M 0.36% 57
2025
Q2 		$13.8M Buy
+215,253
New +$13.1M 0.34% 60
2024
Q4 		$8.76M Buy
142,733
+11,450
+9% +$722K 0.25% 84
2024
Q3 		$8.23M Buy
131,283
+25,628
+24% +$1.54M 0.25% 88
2024
Q2 		$6.09M Buy
105,655
+8,883
+9% +$507K 0.19% 102
2024
Q1 		$5.62M Buy
96,772
+9,278
+11% +$515K 0.21% 108
2023
Q4 		$4.69M Buy
87,494
+3,350
+4% +$170K 0.2% 111
2023
Q3 		$4.11M Sell
84,144
-6,114
-7% -$317K 0.21% 104
2023
Q2 		$4.65M Buy
90,258
+385
+0.4% +$19.4K 0.23% 95
2023
Q1 		$4.48M Buy
89,873
+11,352
+14% +$570K 0.24% 89
2022
Q4 		$3.93M Buy
78,521
+4,862
+7% +$239K 0.27% 83
2022
Q3 		$3.61M Sell
73,659
-62,868
-46% -$3.09M 0.27% 83
2022
Q2 		$6.5M Buy
136,527
+95
+0.1% +$4.79K 0.52% 30
2022
Q1 		$6.79M Buy
+136,432
New +$7.28M 0.53% 31
2021
Q4 		– Sell
-57,608
Closed -$2.89M – 575
2021
Q3 		$2.89M Sell
57,608
-1,841
-3% -$95.4K 0.29% 63
2021
Q2 		$2.99M Buy
59,449
+843
+1% +$42.3K 0.31% 65
2021
Q1 		$2.83M Sell
58,606
-950
-2% -$43.9K 0.33% 58
2020
Q4 		$2.67M Buy
59,556
+321
+0.5% +$13.6K 0.33% 60
2020
Q3 		$2.36M Sell
59,235
-150
-0.3% -$5.96K 0.35% 62
2020
Q2 		$2.23M Sell
59,385
-51,716
-47% -$1.88M 0.36% 56
2020
Q1 		$3.62M Buy
111,101
+86,403
+350% +$3.38M 0.68% 30
2019
Q4 		$1.04M Buy
24,698
+10,851
+78% +$439K 0.16% 140
2019
Q3 		$542K Buy
13,847
+9,773
+240% +$376K 0.09% 203
2019
Q2 		$156K Buy
4,074
+3,559
+691% +$133K 0.03% 379
2019
Q1 		$19K Sell
515
-33
-6% -$1.17K ﹤0.01% 839
2018
Q4 		$18K Buy
548
+125
+30% +$4.39K ﹤0.01% 780
2018
Q3 		$16K Buy
423
+29
+7% +$1.05K ﹤0.01% 893
2018
Q2 		$14K Buy
394
+271
+220% +$9.33K ﹤0.01% 900
2018
Q1 		$4K Buy
123
+47
+62% +$1.66K ﹤0.01% 1192
2017
Q4 		$3K Hold
76
– – ﹤0.01% 1219
2017
Q3 		$2K Buy
+76
New +$2.42K ﹤0.01% 1121

Other funds holding DGRO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Global Retirement Partners's DGRO Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Core Dividend Growth ETF (DGRO) in Q2 2026: 259,102 shares worth $19.6M. The stake represents 0.3% of the portfolio and ranks #66 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DGRO as recently as Q4 2025.

Global Retirement Partners first reported a position in DGRO in Q3 2017 and has held it in 33 quarters since. The position peaked at $22.6M in Q4 2025. 1,346 funds tracked by Wall St. Rank hold DGRO as of Q2 2026.

  • Global Retirement Partners held 259,102 shares of iShares Core Dividend Growth ETF worth $19.6M as of Q2 2026.
  • iShares Core Dividend Growth ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares Core Dividend Growth ETF made up 0.3% of Global Retirement Partners's portfolio in Q2 2026, its #66 holding.
  • Global Retirement Partners first reported a position in iShares Core Dividend Growth ETF in Q3 2017 and has held it in 33 quarters since.
  • Global Retirement Partners's iShares Core Dividend Growth ETF position peaked at $22.6M in Q4 2025.
  • 1,346 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.